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Paul Maynor

Onyx Bridge Wealth Group LLC
29 Years of Experience
Dover, DE
3 DisclosuresSells Insurance
View SEC Summary
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Paul Maynor is a registered investment advisor at Onyx Bridge Wealth Group LLC, based in Dover, DE, with 29 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1,846 clients with $1.4B in assets under management.

Onyx Bridge Wealth Group LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
1,846 clients
Average Client Portfolio
$742K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable up to 2.00% depending on portfolio size and complexity. Clients with $2,500,000 or more in assets may agree to an annual flat fee of up to $100,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

57 Saulsbury Road, Dover, DE, 19901

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2021
Customer Dispute
December 2008
Denied
Customer Dispute
August 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Paul is the president of FCFG, an entity used for compensation purposes, dedicating minimal time. He also works as an independent insurance broker, selling fixed annuities for multiple companies since as early as 2005.

Employment History
Current Registrations
Onyx Bridge Wealth Group LLC
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
March 2014 - March 2021 · 7 yrs
Ameriprise Financial Services, LLC.
March 2014 - March 2021 · 7 yrs
Market Street Wealth Management
May 2013 - January 2014 · 8 mos
USA Financial Securities CorporationBroker
April 2013 - January 2014 · 9 mos
Lincoln Financial Advisors Corporation
July 2010 - April 2013 · 2 yrs 9 mos
Lincoln Financial Advisors CorporationBroker
July 2010 - April 2013 · 2 yrs 9 mos
Financial Network Investment CorporationBroker
March 2010 - March 2010 · 0 mos
Park Avenue Securities LLC
June 2007 - March 2010 · 2 yrs 9 mos
Park Avenue Securities LLCBroker
June 2007 - March 2010 · 2 yrs 9 mos
Metlife Securities INC.
December 2002 - June 2007 · 4 yrs 6 mos
Metlife Securities INC.Broker
December 2002 - June 2007 · 4 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
December 2002 - June 2007 · 4 yrs 6 mos
1717 Capital Management Company
July 1999 - January 2003 · 3 yrs 6 mos
1717 Capital Management CompanyBroker
April 1999 - January 2003 · 3 yrs 9 mos
Ascend Financial Services, INC.Broker
September 1996 - January 1999 · 2 yrs 4 mos
State Registrations3 states
DEPATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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